HWM
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HB Wealth Management’s Walt Disney DIS Stock Holding History

HB Wealth Management’s Portfolio DIS Stock Details DIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$10.2M Buy
105,682
+11,074
+12% +$1.13M 0.06% 169
2026
Q1 		$9.12M Buy
94,608
+10,505
+12% +$1.11M 0.06% 168
2025
Q4 		$9.57M Sell
84,103
-149
-0.2% -$16.4K 0.06% 161
2025
Q3 		$9.65M Buy
84,252
+16,815
+25% +$1.98M 0.07% 157
2025
Q2 		$8.36M Sell
67,437
-18,378
-21% -$1.91M 0.07% 161
2025
Q1 		$8.47M Buy
85,815
+38,647
+82% +$4.15M 0.07% 155
2024
Q4 		$5.25M Buy
47,168
+1,692
+4% +$178K 0.05% 160
2024
Q3 		$4.37M Sell
45,476
-4,070
-8% -$374K 0.05% 173
2024
Q2 		$4.92M Buy
49,546
+2,466
+5% +$265K 0.06% 152
2024
Q1 		$5.76M Sell
47,080
-810
-2% -$84.6K 0.07% 139
2023
Q4 		$4.32M Sell
47,890
-2,177
-4% -$192K 0.06% 152
2023
Q3 		$4.06M Buy
50,067
+4,135
+9% +$353K 0.07% 144
2023
Q2 		$4.1M Sell
45,932
-7,102
-13% -$673K 0.07% 143
2023
Q1 		$5.31M Sell
53,034
-3,292
-6% -$332K 0.09% 112
2022
Q4 		$4.89M Buy
56,326
+4,625
+9% +$442K 0.09% 113
2022
Q3 		$4.88M Buy
51,701
+6,157
+14% +$659K 0.1% 96
2022
Q2 		$4.3M Buy
45,544
+11,732
+35% +$1.3M 0.09% 113
2022
Q1 		$4.64M Buy
33,812
+3,911
+13% +$565K 0.09% 116
2021
Q4 		$4.63M Buy
+29,901
New +$4.83M 0.09% 90

Other funds holding DIS

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
LT
Lindsell Train London, United Kingdom $2.63B AUM 2.97% 1-Year Est. Return
MC
Metropolis Capital Amersham, United Kingdom $3.45B AUM 1.26% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
FI
Focused Investors Los Angeles, California $2.96B AUM 15.6% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
CB
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

HB Wealth Management's DIS Position: Q2 2026 in Review

HB Wealth Management increased its Walt Disney (DIS) stake by 12% in Q2 2026, buying an estimated $1.13M and bringing the position to 105,682 shares worth $10.2M. The position accounts for 0.06% of the portfolio, ranked #169.

HB Wealth Management first reported a position in DIS in Q4 2021 and has held it in 19 quarters since. 1,365 funds tracked by Wall St. Rank hold DIS as of Q2 2026.

  • HB Wealth Management held 105,682 shares of Walt Disney worth $10.2M as of Q2 2026.
  • HB Wealth Management bought 11,074 Walt Disney shares in Q2 2026, an estimated $1.13M.
  • Walt Disney made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #169 holding.
  • HB Wealth Management first reported a position in Walt Disney in Q4 2021 and has held it in 19 quarters since.
  • 1,365 funds tracked by Wall St. Rank held Walt Disney as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.